See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 3-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,201 | $45,031-86.2% | $84,966-92.7% | $77,643-92.0% |
| Participation rate | 82.2% | 48.7%+33.5pp | 67.5%+14.7pp | 70.6%+11.6pp |
| Annual return | 150.52% | 79.22%+71.3pp | 66.38%+84.1pp | 31.24%+119.3pp |
| Employer contribution / active EE | $1,645 | $1,609+2.2% | $2,727-39.7% | $2,726-39.7% |
| Participant deferral / active EE | $2,226 | $2,807-20.7% | $4,519-50.7% | $4,647-52.1% |
| Admin fee / account holder | $378 | $912-58.5% | $6,149-93.8% | $430-12.1% |